Together we're a fabulous team
Charlie is a bright young accountant who works closely with clients to prepare their Annual Accounts and Tax. Charlie has developed a great working relationship with all his clients and stays in regular contact with them to assist with tax and financial requirements. He also brings expertise in technical and accounting projects. He speaks fluent English and Mandarin.
Amy has 20 years of accounting experience, and has enjoyed every single one! She works closely with clients, helping them create simple, stress-free systems that offer ease of access for both client and accountant. She also enjoys forward planning to help improve business efficiencies.
Rachael has experience in business advisory services, statutory compliance, and general accounting. She is responsible for our client’s tax obligations and provides advice on GST and tax planning. Rachael works with all types of clients, and is experienced in commercial business, small business and rental properties.
Florence is currently working towards her CA qualification. She spends her time preparing annual accounts for a range of small businesses, completing tax and GST returns and dealing with tax queries with the IRD. She is also a Certified Xero Advisor with a passion for helping clients work with Xero.
Mitzi is our newest team member and has gone through our internship program with Unitec. She will be assisting Florence with GST returns and Company administration for our clients. She is a number and data wiz so nothing slips through her eagle eyes!
Kim has general accounting and bookkeeping experience. She is currently working to be a Certified Accounting Technician. She assists the team on clients’ annual accounts preparation, GST returns and Company administration. Her mission is to ensure clients maximize their financial potential and opportunities.
Linda ensures the smooth running of our office and handles Company Administration for our clients. Being a perfectionist and having the neatness bug, she ensures all your records and tasks are processed and kept in an organised manner.
Lisa is an experienced Xero Certified Advisor, is known for helping, educating, and supporting clients.
Lisa has spent the last 20 + years learning everything there is to know about different accounting systems and has run her own Consultancy Business.
Lisa is currently applying this knowledge in her role as a Bookkeeper where she will be responsible for completing the input & reconciliation of data for you.
Paul specialises in Travel and Tourism, and also advises clients in the areas of business succession, business valuation, and business coaching. He has heaps of experience in forming trusts for clients and restructuring their finances in a tax-efficient manner.
Raymond is a Chartered Accountant with 20 years’ experience in various sectors of accounting and businesses. He draws on his extensive experience to help you reach your goals. Raymond has always been a tech-wiz and enjoys increasing productivity and efficiency in this way. He has helped improve Xero systems and streamline procedures for his clients.
Manoj has extensive experience in the Travel and Tourism industries. He advises clients in the areas of financial management and tax. He also helps with valuations, systems and the use of tax intermediaries. Manoj has developed close working relationships with many of our clients.